Journal
April 2019
-
“Die Nullzins Falle”
Dear Ladies and Gentlemen Due to the Easter weekend I decided not to send out my weekly last Friday. Now, today I would like to mention a book called “Die Nullzins Falle”. My partner Ronald P. Stöferle acted as one of the three co-authors of the book. As the title suggests “Die Nullzins Falle” describes […]
-
Environmental, Social and Governance (ESG) friendly (Part one)
Dear Ladies and Gentlemen In last week’s part one on ESG investing, I shared some very basic information on ESG investments. Today I would like to point out some of the difficulties one faces when investing in ESG-friendly products. However, the short format of my weekly mail will not allow me to go into the topic […]
March 2019
-
Environmental, Social and Governance friendly (Part one)
Dear Ladies and Gentlemen Once every few weeks I receive messages by readers that ask me about Environmental, Social and Governance (ESG) friendly investments. I think it is about time to take up this topic. This week, in part one, I would like to share some basic information and explain some of the terminology used in […]
-
Japanese conditions – low inflation is going to stay for some time!
Dear Ladies and Gentlemen Japanese conditions in global government bond markets are more and more likely. But what does it mean for our investors with reference currency Euro or Swiss Francs, if Germany’s 10-year government bond yields 0% or almost 0%, Switzerland’s 10-year government bond even yields -0.75%. What does it mean, if central banks […]